Partnership Agreement Questionnaire (Free Version)
Clarity Before Commitment
Welcome
This complimentary questionnaire is designed to help you and your partner gain initial clarity around expectations, values, and direction.
This is a starter framework — not a full agreement. Your responses will highlight areas of alignment, uncover potential friction points, and prepare you for a more comprehensive, legally-sound partnership agreement.
Section 1: Vision & Intent
What is the purpose of this partnership?
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What are your individual goals within this partnership?
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What does success look like (short-term vs long-term)?
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What are your non-negotiables?
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Section 2: Roles & Responsibilities
What are each partner’s primary responsibilities?
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Who makes final decisions in key areas?
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How will workload be divided?
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What happens if one partner is unable to fulfill their role?
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Section 3: Financial Expectations
Will there be an initial investment? If so, how much per partner?
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How will profits be distributed?
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How will losses be handled?
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Who manages finances and reporting?
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Section 4: Communication & Conflict
How often will you meet/check in?
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What is your preferred communication style?
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How will disagreements be handled?
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At what point do you involve a third party (mediator, advisor, etc.)?
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Section 5: Boundaries & Accountability
What behaviors are unacceptable within the partnership?
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How will accountability be enforced?
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What are the consequences for breaching agreements?
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Section 6: Exit Strategy (Starter)
Under what conditions can a partner exit?
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How will assets or equity be divided upon exit?
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Is there a buyout option? If so, how is it valued?
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Reflection Prompt
Where do you feel most aligned?
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Where do you feel uncertainty or hesitation?
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What This Didn’t Cover (On Purpose)
This free version intentionally leaves out deeper, critical areas such as:
- Legal structuring
- Ownership percentages and vesting schedules
- Intellectual property ownership
- Dispute escalation frameworks
- Performance metrics and enforcement mechanisms
Ready for the Full Agreement?
The full Partnership Agreement System includes:
- A complete, guided agreement framework
- Professionally structured clauses
- Real-world scenario protections
- Fillable templates and negotiation scripts
- A polished, client-ready PDF agreement
Upgrade to the Full Version to protect your partnership before problems arise.
Final Thought
Strong partnerships aren’t built on assumptions — they’re built on clarity.
Start the conversation here. Solidify it the right way next.